Firms need to keep up with the changing expectations of clients
Customization options are available at both the dealer and the advisor levels
MFDA members in Ontario and Newfoundland given 2-year transition period
Deadline approaching for proposed Ontario Information and Communications Standard
Dalbar’s new criteria yields significantly lower scores
Content, flow, language and presentation are keys to success, say experts, but most firms still fall short
Statements recognized for excellence in investor reporting
Gowland to head Scotia Mutual Funds and Scotia Securities
Seg fund providers failing to highlight the details of their value added features
Client statements are raising the standards of excellence in the financial services industry